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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-12-08 |
| TX | RA | APPROVED | 2023-12-08 |
Branch Locations
1515 Ne 112Th Ave., Portland, OR 97220 • United States
14700 Se Division St., Portland, OR 97236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Portland | OR | 12/2012 | 07/2018 |
| Jpmorgan Chase Bank, N.A. | Gresham | OR | 08/2018 | 07/2019 |
| J.P. Morgan Securities Llc | Gresham | OR | 08/2018 | 07/2019 |
| Huntleigh Usa | Portland | OR | 05/2017 | 03/2019 |
| Healthcare Security Services | Portland | OR | 05/2019 | 03/2020 |
| Edward Jones | Sandy | OR | 10/2019 | 08/2020 |
| Massmutual Life Insurance Company | Lake Oswego | OR | 09/2021 | 05/2022 |
| Mml Investors Services, Llc | Lake Oswego | OR | 07/2021 | 04/2022 |
| Unemployed | Gresham | OR | 09/2020 | 06/2021 |
| Key Investment Services Llc | Lake Oswego | OR | 04/2022 | 11/2023 |
| J.P. Morgan Securities Llc | Portland | OR | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Portland | OR | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-11 |
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